Michael relies on nearly 40 years of experience in finance and securities to oversee Secure Retirement Strategies’ tailor-made retirement plans. Michael has held senior management positions at heavyweights Janney Montgomery Scott, Prudential Securities and Shearson American Express. Before joining Secure Retirement Strategies, he spent seven years as an executive director with Oppenheimer. Michael’s other affiliations include being a board member of the New York Stock Exchange Disciplinary Hearing Board for eight years, a board member of the New York Stock Exchange Acceptability Board for two years, a member of the National Ethics Association and a Dispute Resolution arbitrator for the National Futures Exchange for 14 years.

Marc Smith has twenty-five years of financial-services experience and is a seasoned professional in helping people meet their retirement needs. Before joining Secure Retirement Strategies, Marc was a managing partner of a leading financial organization where he initiated the unique Suite of Services platform, bringing together the broadest range of nonproprietary products to the marketplace under one roof. Marc is regarded for his honesty, passion, integrity, relationship building, and high ethical standards, and he is a certified member of the National Ethics Association.